FWWFX vs. FNIDX
Compare and contrast key facts about Fidelity Worldwide Fund (FWWFX) and Fidelity International Sustainability Index Fd (FNIDX).
FWWFX is managed by Fidelity. It was launched on May 30, 1990. FNIDX is managed by Fidelity. It was launched on May 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FWWFX or FNIDX.
Key characteristics
| FWWFX | FNIDX | |
|---|---|---|
| YTD Return | 31.63% | 9.40% |
| 1Y Return | 42.84% | 20.04% |
| 3Y Return (Ann) | 5.97% | -0.29% |
| 5Y Return (Ann) | 15.07% | 5.13% |
| Sharpe Ratio | 2.60 | 1.45 |
| Sortino Ratio | 3.48 | 2.11 |
| Omega Ratio | 1.47 | 1.27 |
| Calmar Ratio | 2.48 | 1.09 |
| Martin Ratio | 15.49 | 8.04 |
| Ulcer Index | 2.74% | 2.48% |
| Daily Std Dev | 16.36% | 13.76% |
| Max Drawdown | -55.76% | -33.17% |
| Current Drawdown | 0.00% | -6.09% |
Correlation
The correlation between FWWFX and FNIDX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FWWFX vs. FNIDX - Performance Comparison
In the year-to-date period, FWWFX achieves a 31.63% return, which is significantly higher than FNIDX's 9.40% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FWWFX vs. FNIDX - Expense Ratio Comparison
FWWFX has a 1.00% expense ratio, which is higher than FNIDX's 0.20% expense ratio.
Risk-Adjusted Performance
FWWFX vs. FNIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Worldwide Fund (FWWFX) and Fidelity International Sustainability Index Fd (FNIDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FWWFX vs. FNIDX - Dividend Comparison
FWWFX's dividend yield for the trailing twelve months is around 0.72%, less than FNIDX's 2.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWWFX Fidelity Worldwide Fund | 0.72% | 0.94% | 0.84% | 0.45% | 0.05% | 0.63% | 0.37% | 0.66% | 0.90% | 4.60% | 11.54% | 8.74% |
FNIDX Fidelity International Sustainability Index Fd | 2.41% | 2.64% | 2.32% | 1.94% | 1.13% | 2.17% | 2.28% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FWWFX vs. FNIDX - Drawdown Comparison
The maximum FWWFX drawdown since its inception was -55.76%, which is greater than FNIDX's maximum drawdown of -33.17%. Use the drawdown chart below to compare losses from any high point for FWWFX and FNIDX. For additional features, visit the drawdowns tool.
Volatility
FWWFX vs. FNIDX - Volatility Comparison
Fidelity Worldwide Fund (FWWFX) and Fidelity International Sustainability Index Fd (FNIDX) have volatilities of 4.27% and 4.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.